Tamalpais Asset Management
Assets Under Management
$209.5M
Number of Clients
683
Number of Advisors
4
Average Client AUM
$307K
AUM per Advisor
$52.4M
Compensation
Fee-Only (AUM)
About This Firm
Tamalpais Asset Management (TAM) provides ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. TAM creates an Investment Policy Statement for each client and seeks fair and equitable allocation of investment opportunities. Investments may include equities, debt securities, mutual funds, and alternative investments.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
You'll pay an annual fee based on your portfolio size (see rates in table). For example, a $1 million portfolio would cost $10,000 per year. There is no minimum account size required to work with them.
Areas of Practice
Location
900 Larkspur Landing Circle, Suite 100, Larkspur, CA, 94939